Tax Preparation Assistance | United Way of Wapello County
224 East 2nd Street, Suite 1, Ottumwa, IA 52501
Eligibility
$67,000 or less annually (as of 2026), exceptions may be made for current clients or extenuating circumstances
Required documents
Photo ID (for both spouses if filing jointly), social security cards (for all household members), last year's tax return (if available), W-2s, 1099s, and all other income forms, bank account and routing numbers for direct deposit, all forms must be printed (no digital copies)
(641) 682-1264
Voice - Main Phone
Application process
Call for an appointment, may need to leave a message
Fees
None
Service area
Albia, IA
Ottumwa, IA
Fairfield, IA
Description
Tax preparation offered free to low and moderate income individuals starting late-January, 2026. Appointments are available starting February-March in Ottumwa, Albia, and Fairfield. First appointment is an intake interview. Services may also assist with prior year filings and post-deadline return.
What's Here
Providing organization
United Way of Wapello County
Addresses underlying causes to communities in the areas of education, income stability and health.